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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

Are We There Yet?

I recently flew to California for a company event. Fortunately, I was able to get a non-stop flight. Unfortunately, that meant four hours with my only sustenance being a little bag of chips and a small cup of soda…

May 2, 2022 –

By Pete Biebel, Senior Vice President I recently flew to California for a company event. Fortunately, I was…

Investment Strategy, Market Commentary
Investment Insights Quarterly – April 2022

By Bill Hornbarger, Chief Investment Officer

Apr 27, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Turbulent Markets as Fed Aims for Soft Landing

U.S. stocks tumbled lower in a volatile week of trading as investors digested key economic updates, earnings reports, and commentary from the Federal Reserve…

Apr 25, 2022 –

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst U.S. stocks tumbled lower in a volatile week of trading…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 25 April, 2022

This is a big week for earnings reports with more than 160 S&P 500 members reporting, including the four largest U.S. companies by market cap, Apple, Microsoft, Amazon, and Alphabet…

Apr 25, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This is a big week for earnings reports…

Investment Strategy, Three Things
Tax Tip Tuesday: A Look Back at Our Tax Tips

With tax season ending yesterday that doesn’t mean you need to forget about your tax situation…

Apr 19, 2022 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies With tax season ending yesterday that…

Tax Tip Tuesdays
Three Things to Know & Watch – 18 April, 2022

By Bill Hornbarger, Chief Investment Officer

Apr 18, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Earnings season ramps up with seven Dow Jones…

Investment Strategy, Three Things
Tax Tip Tuesday: Where’s My Refund?

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning

Apr 12, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning If you have…

Tax Tip Tuesdays
Calling an Audible

By Pete Biebel, Senior Vice President

Apr 11, 2022 –

By Pete Biebel, Senior Vice President Through much of March, the stock market seemed to have come to…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 04 April, 2022

By Bill Hornbarger, Chief Investment Officer. This week marks the beginning of first-quarter earnings season.

Apr 11, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This week marks the beginning of first-quarter earnings…

Investment Strategy, Three Things
Plan for the Unexpected

Apr 7, 2022 –

When you think about financial planning, many think in terms of saving for college or retirement, or investing…

Education Planning
Wages, Prices, Wages, Prices

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President

Apr 5, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President The first quarter of 2022 came to an…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Asset Location Can Help Manage Large Mutual Fund Distributions

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning

Apr 5, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning If you own…

Tax Tip Tuesdays